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92 lines
4.2 KiB
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==========================
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Use subscription templates
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==========================
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The subscription business model is becoming more popular. Are you wondering why?
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- For **customers**, value lies in **convenience**:
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- Subscriptions simplify the business process. Indeed, subscribers never have to remember to renew
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their orders every month, which gives them the assurance that they will have everything they
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need before they actually need it.
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- Subscriptions help customers stay on budget.
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- For **businesses**, value lies in the **ability to predict recurring revenue**:
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- Subscriptions reduce customer churn rate and significantly increase customer retention.
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- Subscriptions provide much higher payment security for your business. They stabilize and
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maintain recurring revenue streams by guaranteeing monthly revenues and adding value to your
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business.
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.. raw:: html
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<div align="center" style="color:#AD5E99; font-size: 2rem ;margin: 20px 0"> <b>Simplicity.
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Higher customer retention. Opportunities for marketing. Business consistency. Better cash flow
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management.</b> </div>
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**Odoo Subscriptions** help you save time and money. Subscription templates can help you generate
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recurring invoices and manage renewals at a fast pace. With Odoo you have the possibility to create,
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edit, and manage your own subscription templates.
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Configuration
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=============
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Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. By default, Odoo
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suggests you two types of subscription (MON - Monthly subscription *vs* YEA - Yearly subscription).
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You can also create your own ones.
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.. image:: media/default-subscription-templates.png
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:align: center
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:alt: Default subscription templates on Odoo Subscriptions
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.. important::
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The **Odoo Subscriptions** application automatically installs **Odoo Sales** and **Odoo Invoicing**
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as they work integrated.
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Create your first template
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==========================
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You can create a new template or edit an existing one. The first thing you need to do is give your
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template a name. After that, choose an *Invoicing period* and specify whether you would like to
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invoice your customers per *Days*, *Weeks*, *Months* or *Years*. On *Duration*, determine if
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the subscription must go on *Forever* (until it’s manually closed), or for a *Fixed amount* of time.
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Among the payment options, an additional field called *Invoice email* appears when you choose
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*Send*, *Send & try to charge* or *Send after successful payment*. This field allows you to add an
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invoice email template to your subscription templates.
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.. image:: media/creation-of-subscription-templates.png
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:align: center
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:alt: Create your own subscription templates on Odoo Subscriptions
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For each template, you can also choose if you want your customers to be able to close their
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subscriptions or not. If enabled, you can set an *Automatic closing* limit and specify the
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*Group of subscription* and *Journal* options.
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.. note::
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On each template, you can add your **Terms and Conditions**. Specifying terms and conditions is
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essential to set out important contractual points between the customers and the sellers (payment,
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refund policy, cancellation, complaints, etc.).
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.. image:: media/terms-and-conditions-on-subscription-templates.png
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:align: center
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:alt: Terms & conditions on Odoo Subscriptions
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Finally, if you want to know the basic running health status of your subscriptions, you also have
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access to a specific tab called **Health Check**. There, you can edit and create your own
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filters to define what is a subscription in good health *vs* bad health. The system automatically
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summarizes all the records corresponding to these filters and you are able to manage them in one
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click.
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.. image:: media/health-check-on-subscription-templates.png
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:align: center
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:alt: Health check on Odoo Subscriptions
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.. important::
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After creating your own subscription templates, be sure to check out our documentation on how to
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create, edit and manage your own
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:doc:`Subscription products <../../subscriptions/configuration/subscription_products>`,
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to complete the sales flow.
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.. seealso::
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- :doc:`../../subscriptions/configuration/subscription_products`
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